A few years ago the unthinkable happened to me. I went to my long-time accountant to complete my tax return and together we filed the return online. We finished up and chatted a few minutes. While I was still there, a message came back from the IRS that my return had been rejected. The message stated a return had already been filed in my name and that a refund had been issued. What? Someone scammed me, an attorney? And the IRS? You’re kidding!
Mary was concerned that she would soon need nursing home care. She did not want her funds used up in long term care expenses so she gave her only son, Joe, her life savings of $100,000. One year after giving Joe the money Mary experienced a major health crisis and needed to move into a nursing home.
I’d like to tell you a story about Tom, an imaginary middle aged man. Tom passed away after a long illness. Anticipating his demise, Tom planned his estate by himself and made sure everything was “in order.” He prepared his own will from one he found online.
It seems everyone knows a story about someone without a living will, but does it spur you on to make one? If not, please let me tell you mine.
Too many years ago at too young an age, my mother ended up on life support with no hope of recovery.
One of the misconceptions about the very frail and old is that they were all good, kind people. Sadly that is not necessarily the case. Mean people live long and get old every bit as much as nice people. Some of those people were bad parents; very bad parents.